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JG

James H. Glen

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CRD#: 1073733
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Henry Glen JR, who also goes by (jr) James Henry Glen, James Henry Jr Glen, Jim Glen, Jimmy Glen, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 5 firms and has passed the Series 63, Series 7, Series 27, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


(jr) James Henry Glen | James Henry Jr Glen | Jim Glen | Jimmy Glen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 16, 2003 - April 28, 2014

ALLEN C. EWING & CO.

BD
CRD#: 26102
JACKSONVILLE, FL
Past

February 21, 2002 - May 8, 2003

FIG PARTNERS, LLC

BD
CRD#: 41554
ATLANTA, GA
Past

October 15, 2001 - March 6, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 18, 1983 - October 15, 2001

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

June 10, 1983 - November 4, 1983

FONVILLE- GLEN & CO.

BD
CRD#: 10855

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AC
ALLEN C. EWING & CO.
ALLEN C. EWING & CO.

CRD#: 26102 / SEC#: , 8-42393

BD
Terminated by SEC on 12/27/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 02/28/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALPHA STREET HOLDINGS LLCHOLDING COMPANY
JACKSON, DAVID WHITNEY JRPRESIDENT - CHIEF COMPLIANCE OFFICER1213535

Disclosures


Regulatory Event10

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLEN C. EWING & CO.

CRD#: 26102

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